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Dexcom logoDexcom DXCM

The company said revenue for Q3 2026 grew 11% year-over-year on a reported basis to $1.344 billion, up from $1.209 billion in Q3 2025. It said U.S. revenue grew 14% and international revenue grew 5%.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said revenue for Q3 2026 grew 11% year-over-year on a reported basis to $1.344 billion, up from $1.209 billion in Q3 2025. It said U.S. revenue grew 14% and international revenue grew 5%.

  2. DexCom said GAAP operating income for Q3 2026 was $327.2 million (24.3% of revenue), up 420 basis points from $242.5 million (20.1%) in Q3 2025. Non-GAAP operating income was $339.5 million (25.3%).

  3. The company said it set its 2026 full-year revenue outlook at $5.20 to $5.25 billion (approximately 12 to 13% growth) and raised the midpoint of that outlook. Its board authorized a share repurchase program of up to $1.0 billion through December 31, 2027.

  4. Dexcom said GAAP net income for Q3 2026 was $275.1 million ($0.72 per diluted share), compared with $283.8 million ($0.70) in Q3 2025. As of September 30, 2026, it held $1.82 billion in cash, cash equivalents and marketable securities.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q3 2026 Revenue Rises $1.344 billion, Up 11% Year-over-Year

The company said revenue for Q3 2026 grew 11% year-over-year on a reported basis to $1.344 billion, up from $1.209 billion in Q3 2025. It said U.S. revenue grew 14% and international revenue grew 5%.

Source · Based on the filing body and exhibits

Q3 GAAP Operating Income Reaches $327.2 million, Operating Margin at 24.3%

DexCom said GAAP operating income for Q3 2026 was $327.2 million (24.3% of revenue), up 420 basis points from $242.5 million (20.1%) in Q3 2025. Non-GAAP operating income was $339.5 million (25.3%).

Source · Based on the filing body and exhibits

2026 Annual Outlook and $1.0 billion Share Repurchase Authorization

The company said it set its 2026 full-year revenue outlook at $5.20 to $5.25 billion (approximately 12 to 13% growth) and raised the midpoint of that outlook. Its board authorized a share repurchase program of up to $1.0 billion through December 31, 2027.

Source · Based on the filing body and exhibits

Q3 Net Income at $275.1 million, Cash and Marketable Securities at $1.82 billion

Dexcom said GAAP net income for Q3 2026 was $275.1 million ($0.72 per diluted share), compared with $283.8 million ($0.70) in Q3 2025. As of September 30, 2026, it held $1.82 billion in cash, cash equivalents and marketable securities.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.